P 401(k) Plan Report

Stable plan record

LOEL HEUPEL FINANCIAL PLANNING 401(K) PLAN

Sponsored by LOEL HEUPEL FINANCIAL · EIN/PN 203006548-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$15,055
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$1,508,324
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260512133601NAL00082800960014$15,055
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.